Ethereum Trader Is 'Extremely Long' And Sees 'Significant Upside Repricing' Coming
Ethereum Trader Is 'Extremely Long' And Sees 'Significant Upside Repricing' Coming
Spot Ethereum (CRYPTO: ETH) ETFs have kept crypto markets and traders on the edge, with bullish sentiment for the second-biggest crypto rising.
太空概念的以太坊（CRYPTO：ETH）ETF使加密市场和交易者保持深度观察，对第二大加密货币的看好情绪上升。
What Happened: Trader Flood Capital predicts a 77% chance that the Ethereum ETF will commence trading next week. He expects a "significant upside repricing" based on the assumption that Ethereum ETF flows will not disappoint and went "extremely long" on the asset.
发生了什么：交易员Flood Capital预测以太坊ETF将在下周开始交易的概率为77%。他期望根据以太坊ETF资金流量不会令人失望的假设发生“重要的上行再定价”，并对该资产“开多”。
The trader highlighted that the recent Ethereum low marked a near full retracement of the ETF announcement pump, indicating that people are extremely bearish due to (OTC:ETHE) outflow fears, critical views from crypto figures like Kang and poor market sentiment.
交易员强调，最近的以太坊低点标志着ETF公告推动的几乎完全回撤，表明人们对（OTC：ETHE）流出风险、Kang等加密人物的批评观点以及市场情绪非常看淡。
Flood Capital also presented several bullish arguments that he believes are being overlooked. He emphasized that asset managers view the crypto ETF space as a new frontier that could generate billions in management fees over the next decade. He cited Blackrock's successful product launch with (NASDAQ:IBIT), which is already generating nearly $45 million in fees a year, just six months after its launch.
Flood Capital还提出了几个牛市论点，他认为这些论点被忽视了。他强调，资产管理人员认为加密ETF领域是一个可产生数十亿管理费的新前沿。他援引了Blackrock与（NASDAQ:IBIT）的成功产品推出，该产品推出仅六个月后就已经可以产生近4500万美元的年费用。
Also Read: Ethereum ETF Inflows Could Be Up To 50% Of Bitcoin ETF Inflows: Galaxy Research
还阅读：Galaxy Research：以太坊ETF流入可能达到比特币ETF流入的50％
Why It Matters: Flood Capital believes the Ethereum ETFs presents another massive opportunity for asset managers to launch a product that could generate hundreds of millions in fees and could be as big as the Bitcoin (CRYPTO: BTC) ETFs, given the base management fees and the future ability to clip a fee off of the staking yield.
为什么这很重要：Flood Capital认为，以太坊ETF还提供了资产管理人员推出能够产生数百万美元费用的产品的又一巨大机遇，并且基于管理费和未来能够从权益收益中收取手续费的能力，它可能会与比特币（CRYPTO：BTC）ETF一样成功。
He also highlighted a clip by Scott Melker and VanEck's Head of Digital Asset Research, Matthew Sigel, which discusses how a $100 billion asset manager like VanEck is considering the Ethereum ETF launch. According to Duncan, VanEck is betting on the ETH ETF to catalyze a reflexive rally in ETH.
他还强调了Scott Melker和VanEck数字资产研究负责人Matthew Sigel的片段，其中讨论了像VanEck这样的1000亿美元管理资产的资产管理人正在考虑推出以太坊ETF的情况。据Duncan称，VanEck正在押注ETH ETF会引发ETH的反应性反弹。
The trader thinks companies like BlackRock and VanEck could start an Ethereum narrative themselves, whether it's real-world assets, VanEck's new stablecoin or their "open app store" thesis. He believes that combining these narratives with good flows and Ethereum's extremely reflexive characteristics could lead to a massive ETH rally.
该交易员认为，BlackRock和VanEck等公司可能会自己开启以太坊叙事，不管是真实世界的资产、VanEck的新稳定币还是他们的“开放应用商店”论点。他认为，将这些叙事与良好的资金流和以太坊极其反应灵敏的特性相结合，可能会引发大规模的ETH暴涨。
What's Next: The influence of BEthereum as an institutional asset class is expected to be thoroughly explored at Benzinga's upcoming Future of Digital Assets event on Nov. 19.
下一步：BEthereum作为机构资产类别的影响力预计将在Benzinga即将举办的数字资产未来活动中得到深入探讨，该活动将于11月19日举行。
This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
此内容部分使用人工智能工具生成，并由Benzinga编辑审查和发布。
Image: Shutterstock
图片：shutterstock